Personal Finance Advisory at FinPro
Managing personal finances can be a daunting task, but at FinPro, we are here to help you navigate the complexities of financial planning, investment, and wealth management. Our personalized approach empowers individuals to make informed decisions and achieve their financial goals.
Our Financial Services
Personal Finance Planning
We offer comprehensive financial planning services that encompass budgeting, savings strategies, and long-term financial goals. Our advisors create a customized plan tailored to your unique circumstances.
Investment Management
Investing wisely is crucial for building wealth over time. Our team provides expert guidance on investment options, portfolio diversification, and risk management.
Retirement Planning
Planning for retirement is essential for ensuring a comfortable future. We assist you in estimating retirement expenses and developing a withdrawal strategy.
Debt Management
Managing debt is a vital aspect of personal finance. Our advisors offer strategies for reducing debt, improving credit scores, and consolidating loans.
Tax Planning
Effective tax planning can help you minimize your tax liabilities and maximize your savings. We provide guidance on tax-efficient investment strategies.
Estate Planning
Planning for the distribution of your assets after your passing is crucial. Our estate planning services include wills, trusts, and power of attorney arrangements.
Insurance Review
Adequate insurance coverage is essential for protecting your financial well-being. We conduct a thorough review of your insurance policies.
Financial Education
Knowledge is power when it comes to personal finance. We offer educational resources and workshops to enhance your financial literacy.
Why Choose FinPro?
At FinPro, we understand that every individual’s financial situation is unique. Our dedicated team of financial professionals is committed to providing personalized service and tailored solutions to help you achieve your financial goals.
Get in touch
Sunil Pandey
Director, IFRS and IT Consulting
sunil@finproconsult.ca | 2367773357
Mr. Pandey is an accomplished Chartered Accountant with over eight years of experience in the financial services sector, focusing on financial reporting, auditing, tax planning, and regulatory compliance. He has demonstrated a flying career as Head of Finance and Treasury at a leading financial institution. His contributions earned the bank the Silver Award in the National Best Presented Award (BPA).
Sunil Pandey
Director, IFRS and IT Consulting
FinPro in Canada
Mr. Pandey is an accomplished Chartered Accountant with over eight years of experience
in the financial services sector, focusing on financial reporting, auditing, tax
planning, and regulatory compliance. He has demonstrated a flying career as Head of
Finance and Treasury at a leading financial institution. His contributions earned the
bank the Silver Award in the National Best Presented Award (BPA).
Mr. Pandey specializes in IFRS 09, IFRS 15, and IFRS 16, leveraging his expertise in
audits, corporate finance consulting, and tax services. He has successfully led SAP
implementation projects at a prominent manufacturing firm in Nepal and has acted as a
developer cum financial consultant for IFRS 16 software solutions. With extensive
experience in diverse accounting software applications, he crafts tailored financial
solutions that enhance compliance and operational efficiency. Mr. Pandey is recognized
as a trusted advisor, committed to delivering strategic insights that drive growth and
value for his clients.
Areas of Expertise
- IFRS
- Financial Reporting
- Auditing
- Tax Planning
- Risk Management
- Regulatory Compliance
- SAP Implementation
- Corporate Finance Consulting
- Accounting Software Solutions
- Operational Efficiency